See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,462 | $152,587-84.0% | $125,175-80.5% | $152,861-84.0% |
| Participation rate | 59.1% | 83.3%-24.2pp | 79.8%-20.7pp | 82.4%-23.4pp |
| Annual return | 17.78% | 54.84%-37.1pp | 43.79%-26.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,320 | $4,946-73.3% | $3,865-65.8% | $4,762-72.3% |
| Participant deferral / active EE | $3,400 | $5,868-42.1% | $4,937-31.1% | $5,850-41.9% |
| Admin fee / account holder | $2,348 | $13,434-82.5% | $9,702-75.8% | $11,596-79.8% |